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HISFX vs JFIFX
HISFX vs JFIFX Comparison
Open Charts HISFX vs JFIFX
Hennessy Small Cap Financial Instl
Price$15.33
Change-$0.18 (-1.16%)
VolumeN/A
Net Assets87.53M
JHancock Financial Industries I
Price$18.88
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets491.3M
HISFX vs JFIFX Comparison Chart
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HISFX vs. JFIFX commentary
Jan 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HISFX is a Hold and JFIFX is a Buy.
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 491M vs. HISFX (87.5M). HISFX pays higher dividends than JFIFX: HISFX (4.01) vs JFIFX (1.88). HISFX was incepted earlier than JFIFX: HISFX (17 years) vs JFIFX (8 years). HISFX (72.00) and JFIFX (72.00) have comparable annual turnover. HISFX (250000) and JFIFX (250000) have matching initial minimum investment requirements. JFIFX annual gain was more profitable for investors over the last year : 24.35 vs. HISFX (9.33). HISFX return over 5 years is better than : 35.12 vs. JFIFX (4.22).
| HISFX | JFIFX | HISFX / JFIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 1.255 | 4.831 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.5M | 491M | 18% |
| Annual Yield % from dividends | 4.01 | 1.88 | 213% |
| Returns for 1 year | 9.33 | 24.35 | 38% |
| Returns for 3 years | -12.21 | 3.26 | -375% |
| Returns for 5 years | 35.12 | 4.22 | 833% |
| Returns for 10 years | 45.27 | N/A | - |
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